# Pershing Square Inc. (PS) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Financial Services / Capital Markets. Price $39.08, market value $15.6 billion.

## Valuation
- **P/E (trailing): n/a** (negative earnings). Pershing Square Inc. reported negative earnings over the last twelve months, so the P/E is not meaningful; use price-to-sales, EV/EBITDA and free-cash-flow yield instead.
- **Price / sales: 72.0×**. Each dollar of revenue is priced at 72.0×, a level that requires very high margins or very fast growth to justify.
- **Price / book: 18.6×**. The shares trade at 18.6× book value; most of the value is in earnings power and intangibles rather than the balance sheet.

## Profitability
- **Operating margin: -25.1%**. Operating margin is negative: the business loses money before interest and tax.
- **Net margin: -28.0%**. The company reported a net loss over the last twelve months.
- **Return on equity: -12.3%**. Return on equity is negative because earnings are negative.
- **Return on invested capital: -2.2%**. Return on all capital, debt included, is -2.2%: close to or below the cost of capital, so growth may not create value.
- **Return on assets: -5.3%**. Each dollar of assets produces -5.3% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): 64.7%**. Revenue grew 64.7% over the last year.
- **EPS growth (1 yr): -1398.1%**. Earnings per share fell 1398.1%, slower than revenue, so margins compressed.

## Financial health
- **Piotroski F-score: 2/9**. 2 of 9 checks pass: weak or deteriorating financials.
- **Cash and short-term investments: $7 million**. Leverage ratios are shown differently for banks and insurers, whose balance sheets are built on deposits and reserves; use return on equity and the regulatory capital in the filings instead.

## Dividends
- **Dividend yield: 1.25%** ($0.49 per share, trailing). Pershing Square Inc. yields 1.25%, a modest yield more typical of a growth-oriented payer.

## Analyst view
- **Analyst consensus: hold** (9 analysts). 9 analysts cover Pershing Square Inc.; the consensus is hold, with an average price target of $42.78 (+9% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **From 52-week high: -28.9%** (77.6% above the low). Trading 29% below its 52-week high.
- **RSI (14-day): 51**. An RSI of 51 is neutral.
- **Beta (1 yr): 2.38** (volatility 105%). Beta of 2.38 against the S&P 500: the shares move much more than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=PS · Page: https://foliofundamentals.com/stocks/ps

Not investment advice.